My Profile
Edit Profile
My Follows
My Wires
My Drafts
Analytics
Email Preferences
Sign Out
home
most popular
Latest
Buy Hold Sell
Income Series
Series
Alternatives in Focus
Buy Hold Sell
Expert Insights
Fund in Focus
Income Series
Listed Series
Livewire Live
Meet The Adviser
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Contributors
Find Funds
About Livewire
Advertising
Careers
Contact Us
Write a Wire
Notifications
Loading...
Write a wire
Account
My profile
My follows
My wires
My drafts
Analytics
Email preferences
Company
About Livewire
Advertising
Contact us
Sign out
Sign In
Join Free
Latest
Buy Hold Sell
Income Series
Series
Buy Hold Sell
Fund in Focus
Income Series
Listed Series
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Find funds
Advertisement
Australia’s #1 site for expert investment analysis and insights
Tailored to make you a better, more informed investor.
Join Livewire Now - It’s Free
Education
Meet David: The self-taught trader with 37% returns p.a.
David's story is a little different to many that you've read on these pages.
Ally Selby
, Livewire Markets
Equities
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
Buy Hold Sell
, Livewire Markets
Equities
Why the Great Rotation into small caps is just getting started (and 9 ETFs and stocks to consider)
Hans Lee
, Livewire Markets
Advertisement
Equities
Management choices that help great businesses stay great
Stephen Arnold
, Aoris Investment Management
Equities
Why this ASX company's international expansion doesn't have to follow other's failures
Will Granger
, Airlie Funds Management
Equities
4 of Morgan Stanley's best pre-reporting season ideas
Hans Lee
, Livewire Markets
Equities
The ASX-listed fund manager separating itself from the pack
Chris Conway
, Livewire Markets
Advertisement
MOST POPULAR
View All
1
Equities
The ASX-listed fund manager separating itself from the pack
Chris Conway
, Livewire Markets
2
Equities
Why you should only focus on your best ideas (and 2 to get you started)
Buy Hold Sell
, Livewire Markets
3
Equities
This stock picker has held his biggest win for 11 years (and still holds it)
Hans Lee
, Livewire Markets
4
Equities
When a stock misses earnings expectations: What's your next move?
Kerry Sun
, Livewire Markets
5
Equities
See you in 2026 – a bullish framework for the next 12 months
Roger Montgomery
, Montgomery Investment Management
THE PITCH
Commodities
Gold vs Bitcoin: Which is the better investment?
Ally Selby
, Livewire Markets
Macro
How Ox Capital is investing for a market reversal
Sara Allen
, Livewire Markets
Equities
Why this fund manager is underweight what's hot, and overweight what's not
Hans Lee
, Livewire Markets
Private Assets
The 7 questions this investor asks in every investment he makes
Hans Lee
, Livewire Markets
Advertisement
Manage Editor Pick
Manage Promoted Wires
Latest
Equities
July 26, 2024 21:35
Fortescue shares took a beating after its quarterly report. Is it time to buy?
If Fortescue's share price is anything to go by, brokers didn't like its quarterly report. But is the share price dip a buying opportunity?
FMG
Fortescue Ltd
ASX:FMG
Followed by
1178
people
FMG
Fortescue Ltd
ASX:FMG
Followed by
1178
people
Carl Capolingua
Livewire Markets
July 26, 2024 21:35
Equities
July 26, 2024 13:44
When a stock misses earnings expectations: What's your next move?
Companies that miss earnings expectations drop an average 6.3% on results day, and still down 8.4% four months later, says the Coppo Report.
CTD
Corporate Travel Management Ltd
ASX:CTD
Followed by
138
people
DTL
Data#3 Ltd
ASX:DTL
Followed by
73
people
ING
Inghams Group Ltd
ASX:ING
Followed by
63
people
+2
CTD
Corporate Travel Management Ltd
ASX:CTD
Followed by
138
people
DTL
Data#3 Ltd
ASX:DTL
Followed by
73
people
ING
Inghams Group Ltd
ASX:ING
Followed by
63
people
PME
Pro Medicus Ltd
ASX:PME
Followed by
248
people
SHL
Sonic Healthcare Ltd
ASX:SHL
Followed by
350
people
Kerry Sun
Livewire Markets
July 26, 2024 13:44
Macro
July 26, 2024 12:13
Eurozone manufacturing declines, US new core durable goods orders rise to 0.5% m/m
We look at five of the biggest developments across global markets for the week ending 26 July 2024
BHP
BHP Group Ltd
ASX:BHP
Followed by
2073
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1555
people
FMG
Fortescue Ltd
ASX:FMG
Followed by
1178
people
+2
BHP
BHP Group Ltd
ASX:BHP
Followed by
2073
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1555
people
FMG
Fortescue Ltd
ASX:FMG
Followed by
1178
people
NAB
National Australia Bank Ltd
ASX:NAB
Followed by
1214
people
WBC
Westpac Banking Corporation
ASX:WBC
Followed by
1374
people
Hue Frame
Frame Funds Management
July 26, 2024 12:13
Meet The Investor
July 26, 2024 12:09
Meet David: The self-taught trader with 37% returns p.a.
David's story is a little different to many that you've read on these pages.
AIM
Ai-Media Technologies Ltd
ASX:AIM
Followed by
58
people
ALA
Arovella Therapeutics Ltd
ASX:ALA
Followed by
24
people
AUC
Ausgold Ltd
ASX:AUC
Followed by
227
people
+17
AIM
Ai-Media Technologies Ltd
ASX:AIM
Followed by
58
people
ALA
Arovella Therapeutics Ltd
ASX:ALA
Followed by
24
people
AUC
Ausgold Ltd
ASX:AUC
Followed by
227
people
BPH
BPH Energy Ltd
ASX:BPH
Followed by
35
people
CU6
Clarity Pharmaceuticals Ltd
ASX:CU6
Followed by
39
people
+15
Ally Selby
Livewire Markets
July 26, 2024 12:09
Discover
Investments
Top performing funds: A high-conviction idea from a manager that delivered 35% in FY24
And why investors need to be just as focused on avoiding the bombs as they are on finding the winners.
Ally Selby,
Livewire Markets
LIVEWIRE FUND PROFILE:
Lennox Australian Microcap Fund
Equities
July 26, 2024 11:21
See you in 2026 – a bullish framework for the next 12 months
Patience is a virtue in the investment world.
Roger Montgomery
Montgomery Investment Management
July 26, 2024 11:21
Equities
July 26, 2024 11:15
Why the Great Rotation into small caps is just getting started (and 9 ETFs and stocks to consider)
CFRA Chief Investment Strategist Sam Stovall has been in the markets for five decades. He says this Great Rotation is real and here to stay.
HQUS
Betashares S&P 500 EQUAL Weight Currency Hedged ETF
ASX:HQUS
Never miss an update
IJH
Ishares S&P Mid-Cap ETF
ASX:IJH
Followed by
17
people
IJR
Ishares S&P Small-Cap ETF
ASX:IJR
Followed by
18
people
+8
HQUS
Betashares S&P 500 EQUAL Weight Currency Hedged ETF
ASX:HQUS
Never miss an update
IJH
Ishares S&P Mid-Cap ETF
ASX:IJH
Followed by
17
people
IJR
Ishares S&P Small-Cap ETF
ASX:IJR
Followed by
18
people
QUS
Betashares S&P 500 EQUAL Weight ETF
ASX:QUS
Followed by
21
people
NASDAQ:EWBC
East West Bancorp Inc. Common Stock
NASDAQ:EWBC
Never miss an update
+6
Hans Lee
Livewire Markets
July 26, 2024 11:15
Equities
July 26, 2024 08:50
Why industrial property could go bust
Residential property has most Australians in thrall. Popular TV shows feature stressed renovators and hot auctions. Get rich quick while taking on significant...
BBN
Baby Bunting Group Ltd
ASX:BBN
Followed by
117
people
GMG
Goodman Group
ASX:GMG
Followed by
302
people
IMLC
IML Conc Aus Shares Fund (Quoted Managed Fund)
ASX:IMLC
Followed by
5
people
+1
BBN
Baby Bunting Group Ltd
ASX:BBN
Followed by
117
people
GMG
Goodman Group
ASX:GMG
Followed by
302
people
IMLC
IML Conc Aus Shares Fund (Quoted Managed Fund)
ASX:IMLC
Followed by
5
people
MTS
Metcash Ltd
ASX:MTS
Followed by
95
people
Hugh Giddy
IML
July 26, 2024 08:50
Daily Report
July 26, 2024 08:45
ASX 200 to rise, Nasdaq slips on extended tech weakness, Small caps outperform
Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
July 26, 2024 08:45
Equities
July 26, 2024 08:45
The trade lines are about to be redrawn: which companies will be winners and
losers?
The geopolitical tectonic plates are curling and cracking in 2024. There are shooting wars in Ukraine and Gaza. Meanwhile, there are elections almost everywhere. And...
PIXX
Platinum International Fund (Quoted Managed Hedge Fund)
ASX:PIXX
Followed by
32
people
PIXX
Platinum International Fund (Quoted Managed Hedge Fund)
ASX:PIXX
Followed by
32
people
Andrew Clifford
Platinum Asset Management
July 26, 2024 08:45
Equities
July 26, 2024 07:49
Bumper gold price finally starts to flush out near-term producers
There are few choices for investors in this space, but Rox’s strong PFS shows this may be changing; And look at the real uranium price.
AEE
Aura Energy Ltd
ASX:AEE
Followed by
60
people
BMN
Bannerman Energy Ltd
ASX:BMN
Followed by
62
people
BOE
Boss Energy Ltd
ASX:BOE
Followed by
176
people
+5
AEE
Aura Energy Ltd
ASX:AEE
Followed by
60
people
BMN
Bannerman Energy Ltd
ASX:BMN
Followed by
62
people
BOE
Boss Energy Ltd
ASX:BOE
Followed by
176
people
DEV
DEVEX Resources Ltd
ASX:DEV
Followed by
33
people
GUE
Global Uranium and Enrichment Ltd
ASX:GUE
Followed by
3
people
+3
Barry FitzGerald
Independent Journalist
July 26, 2024 07:49
Buy Hold Sell
July 26, 2024 06:30
Buy Hold Sell: 2 high-conviction fundies analyse each other's top
picks
In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.
NASDAQ:AMZN
Amazon.com Inc. Common Stock
NASDAQ:AMZN
Followed by
55
people
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
18
people
+4
NASDAQ:AMZN
Amazon.com Inc. Common Stock
NASDAQ:AMZN
Followed by
55
people
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
18
people
NASDAQ:NFLX
Netflix Inc. Common Stock
NASDAQ:NFLX
Followed by
10
people
NASDAQ:NVDA
NVIDIA Corporation Common Stock
NASDAQ:NVDA
Followed by
55
people
+2
Buy Hold Sell
Livewire Markets
July 26, 2024 06:30
Equities
July 25, 2024 17:20
Are Pilbara Minerals shares a buy? Brokers weigh in on June quarter results
Pilbara Minerals’ June quarter production report has dropped, and the big brokers have made several changes to their recommendations.
PLS
Pilbara Minerals Ltd
ASX:PLS
Followed by
857
people
PLS
Pilbara Minerals Ltd
ASX:PLS
Followed by
857
people
Carl Capolingua
Livewire Markets
July 25, 2024 17:20
Asset Allocation
July 25, 2024 15:56
Still on Track
Key Points: Markets have risen very strongly in the first half of this year; with tech companies being a key contributor. Though risks remain, we think the most...
Alex Cathcart
Drummond Capital Partners
July 25, 2024 15:56
The Pitch
July 25, 2024 15:00
Gold vs Bitcoin: Which is the better
investment?
Or perhaps, is it worth considering both for today's modern portfolios? Find out in this episode of The Pitch.
Ally Selby
Livewire Markets
July 25, 2024 15:00
Macro
July 25, 2024 14:50
What we learned from our recent trip to America (Part 1)
In the first of a two-part series, we discuss what we learned from our recent trip stateside
NYSE:XLU
Utilities Select Sector SPDR Fund
NYSE:XLU
Followed by
1
person
NYSE:XLU
Utilities Select Sector SPDR Fund
NYSE:XLU
Followed by
1
person
Sarah Shaw
4D Infrastructure
July 25, 2024 14:50
Advertisement
Advertisement
Equities
July 25, 2024 11:00
4 of Morgan Stanley's best pre-reporting season ideas
Don't have a watchlist yet for the upcoming ASX reporting season? Let Morgan Stanley do at least part of the work for you!
360
LIFE360 Inc
ASX:360
Followed by
588
people
AD8
Audinate Group Ltd
ASX:AD8
Followed by
908
people
JIN
Jumbo Interactive Ltd
ASX:JIN
Followed by
123
people
+1
360
LIFE360 Inc
ASX:360
Followed by
588
people
AD8
Audinate Group Ltd
ASX:AD8
Followed by
908
people
JIN
Jumbo Interactive Ltd
ASX:JIN
Followed by
123
people
PMV
Premier Investments Ltd
ASX:PMV
Followed by
59
people
Hans Lee
Livewire Markets
July 25, 2024 11:00
Equities
July 25, 2024 10:00
Why this ASX company's international expansion doesn't have to follow other's failures
Nick Scali is expanding into the UK - here we explore the pitfalls and possibilities of the move.
NCK
Nick Scali Ltd
ASX:NCK
Followed by
111
people
ORA
Orora Ltd
ASX:ORA
Followed by
64
people
NCK
Nick Scali Ltd
ASX:NCK
Followed by
111
people
ORA
Orora Ltd
ASX:ORA
Followed by
64
people
Will Granger
Airlie Funds Management
July 25, 2024 10:00
Daily Report
July 25, 2024 08:54
ASX 200 to fall, S&P 500 posts worst day since 2022 + Newmont, Fortescue quarterlies
Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
July 25, 2024 08:54
Equities
July 25, 2024 08:50
History is unfolding right before us and the market impacts could be profound
As Biden withdraws, we are seeing an historic rotation into small-cap stocks and a growing opinion-polling lead for Donald Trump—are the two things related?“What I...
Neuberger Berman
Neuberger Berman
July 25, 2024 08:50
Asset Allocation
July 25, 2024 08:34
Unpacking titanium, healthcare, Japan, & resources | James
McDonald
Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.
BRE
Brazilian Rare EARTHS Ltd
ASX:BRE
Followed by
1
person
CU6
Clarity Pharmaceuticals Ltd
ASX:CU6
Followed by
39
people
GSS
Genetic Signatures Ltd
ASX:GSS
Followed by
23
people
+8
BRE
Brazilian Rare EARTHS Ltd
ASX:BRE
Followed by
1
person
CU6
Clarity Pharmaceuticals Ltd
ASX:CU6
Followed by
39
people
GSS
Genetic Signatures Ltd
ASX:GSS
Followed by
23
people
IMM
Immutep Ltd
ASX:IMM
Followed by
64
people
IPX
Iperionx Ltd
ASX:IPX
Followed by
8
people
+6
Murdoch Gatti
York Wealth Management
July 25, 2024 08:34
load more